Impinj, Inc.

NasdaqGS:PI 주식 리포트

시가총액: US$4.6b

Impinj 과거 순이익 실적

과거 기준 점검 0/6

Impinj은 연평균 42.9%의 비율로 수입이 증가해 온 반면, Semiconductor 산업은 연평균 1.3%의 비율로 증가했습니다. 매출은 연평균 16.9%의 비율로 증가했습니다.

핵심 정보

42.94%

순이익 성장률

46.23%

주당순이익(EPS) 성장률

Semiconductor 산업 성장률27.66%
매출 성장률16.85%
자기자본이익률-13.56%
순이익률-7.66%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 01

PI: Wider Q1 2026 Loss Outlook Will Restrain Longer Term Upside Potential

Analysts now set Impinj's price target at $125.18, up from $117.58, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News Impinj issued new earnings guidance for the first quarter ending March 31, 2026, giving investors a clearer view of near term expectations.
내러티브 업데이트 Apr 17

PI: Stable Outlook And Q1 2026 Guidance Will Support Future Demand

Analysts left their $167.00 price target for Impinj unchanged, while making only very small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, signaling a steady overall view of the stock’s valuation framework. What's in the News Impinj issued new earnings guidance for the first quarter ending March 31, 2026, giving investors an updated view of expected financial results.
내러티브 업데이트 Apr 02

PI: Licensing Deal And Long Term Outlook Will Support Future Demand

Analysts have revised their price target for Impinj to $167, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that are now set at 167.0, 10.95%, 18.14%, 11.50% and 113.20 respectively. What's in the News Impinj issued earnings guidance for the quarter ending March 31, 2026, with expected revenue between US$71.0 million and US$74.0 million, a GAAP net loss between US$16.6 million and US$15.1 million, and a GAAP diluted net loss per share between US$0.55 and US$0.49 (Key Developments).
내러티브 업데이트 Mar 19

PI: Licensing Deal And Margin Outlook Will Support Future Upside

Analysts have adjusted their price target on Impinj to $200 from $220, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E that slightly reshape their valuation outlook. What's in the News Impinj issued earnings guidance for the first quarter ending March 31, 2026, with expected revenue in the range of US$71.0 million to US$74.0 million (Key Developments).
내러티브 업데이트 Mar 05

PI: Licensing Deal And Long-Term Margin Outlook Will Drive Future Upside

Analysts have raised their Impinj price target from $145.00 to $220.00. This change reflects updated assumptions around higher modeled revenue growth, a revised discount rate, a slightly different long-run profit margin, and a higher future P/E multiple.
내러티브 업데이트 Feb 18

PI: Licensing Progress And Softer Margins Will Shape A Balanced Longer Term Outlook

Analysts have reset their price target framework for Impinj from a fair value estimate of $190.00 to about $117.58, reflecting updated views on revenue growth, profit margins, discount rate, and future P/E assumptions. What's in the News Impinj issued earnings guidance for Q1 2026, calling for revenue between US$71.0 million and US$74.0 million.
Seeking Alpha Feb 15

Impinj: Why Lower Growth Could Continue To Linger For A While

Summary Impinj fell to new lows after the latest report failed to provide the needed boost, but the charts suggest the decline is probably over in the short term. The latest results are not good enough if current valuations are to be justified, which means PI needs growth to accelerate. There are reasons to think growth could remain lower than it needs to be in the next three years, mostly as a result of the overall retail environment. The risk exists for further lows, even if the selloff is likely over in the short term, which is why I am neutral on PI with a hold rating. Read the full article on Seeking Alpha
내러티브 업데이트 Feb 04

PI: Gen2X Rollout And Licensing Expansion Will Support A Higher Future Multiple

Analysts have revised their fair value estimate for Impinj to $190.00 from $200.00, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Impinj announced a licensing agreement with EM Microelectronic to integrate Impinj Gen2X technology into future EM dual frequency endpoint ICs, with commercial availability for these Gen2X enabled ICs expected in 2027 (Key Developments).
내러티브 업데이트 Jan 21

PI: Licensing Wins And Gen2X Adoption Will Support A Higher Future Multiple

Analysts have lifted their fair value estimate for Impinj from US$100.00 to US$200.00. They cite updated assumptions that include higher modeled revenue growth, a different discount rate, a lower projected profit margin, and a higher future P/E multiple.
분석 기사 Jan 09

What Impinj, Inc.'s (NASDAQ:PI) 33% Share Price Gain Is Not Telling You

Impinj, Inc. ( NASDAQ:PI ) shareholders would be excited to see that the share price has had a great month, posting a...
내러티브 업데이트 Jan 07

PI: Gen2X Rollout And Expanded Office Lease Will Support Future Demand

Analysts have modestly increased their price target on Impinj to US$241.11, citing small adjustments to the discount rate and forward P/E assumptions, while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News Impinj unveiled new Gen2X features at its 2025 Gen2X Solutions Developers Conference, aimed at inhibiting fraudulent items and tags, reducing stray tag reads, and helping readers locate tags of interest in retail and industrial settings (Key Developments).
내러티브 업데이트 Dec 22

PI: Extended Office Lease Will Support Future RAIN RFID Ecosystem Demand

Analysts have modestly adjusted their price target on Impinj, keeping fair value effectively unchanged at approximately 241.11 dollars. A slightly higher discount rate and largely intact long term growth and margin assumptions support a stable long term valuation outlook.
내러티브 업데이트 Dec 08

PI: Expanded Office Lease Will Support Long-Term RAIN RFID Ecosystem Demand

Analysts have modestly raised their price target on Impinj to approximately 241.11 dollars, citing slightly lower discount rate assumptions that marginally increase the stock's implied fair value. What's in the News Impinj unveiled new Gen2X innovations at its 2025 Gen2X Solutions Developers Conference, introducing capabilities that inhibit counterfeit tags and items, reduce stray tag reads, and help readers focus on tags of interest in retail and industrial environments (Key Developments).
내러티브 업데이트 Nov 24

PI: Expanded Lease And Office Space Expected To Fuel Revenue Momentum

Narrative Update on Impinj Price Target Analysts have revised their price target for Impinj downward from $246.25 to $241.11. This change reflects slightly lower expectations for profit margins and higher projected discount rates.
내러티브 업데이트 Nov 06

PI: Lease Expansion and Rent Abatement Will Drive Revenue Outlook Higher

Analysts have raised their price target for Impinj from $186 to $246.25 per share, citing a more optimistic outlook for revenue growth. This comes despite a slightly higher discount rate and modest changes in other valuation metrics.
분석 기사 Oct 30

There's Reason For Concern Over Impinj, Inc.'s (NASDAQ:PI) Massive 34% Price Jump

Despite an already strong run, Impinj, Inc. ( NASDAQ:PI ) shares have been powering on, with a gain of 34% in the last...
내러티브 업데이트 Oct 22

Analysts Raise Impinj Price Target as Guidance and Valuation Metrics Show Stability

Analysts have slightly raised their price target for Impinj from $184.00 to $186.00. They cite minor adjustments to models that reflect stable revenue growth and profit margins.
내러티브 업데이트 Oct 08

RFID Traceability And Supply Chain Solutions Will Build Lasting Momentum

Analysts have raised their price target for Impinj from $175.57 to $184.00. This change reflects updated expectations for the company's future performance.
내러티브 업데이트 Aug 27

RFID Traceability And Supply Chain Solutions Will Build Lasting Momentum

Impinj’s consensus price target increased to $175.57 as a modest rise in its future P/E suggests slightly higher growth expectations, driving the fair value revision. What's in the News Impinj expects Q3 2025 revenue between $91.0 million and $94.0 million.
분석 기사 Jul 24

Impinj, Inc. (NASDAQ:PI) Shares Could Be 30% Above Their Intrinsic Value Estimate

Key Insights The projected fair value for Impinj is US$91.11 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Jun 18

Is Now The Time To Look At Buying Impinj, Inc. (NASDAQ:PI)?

While Impinj, Inc. ( NASDAQ:PI ) might not have the largest market cap around , it saw a significant share price rise...
분석 기사 May 04

Revenues Not Telling The Story For Impinj, Inc. (NASDAQ:PI) After Shares Rise 35%

Those holding Impinj, Inc. ( NASDAQ:PI ) shares would be relieved that the share price has rebounded 35% in the last...
분석 기사 Apr 25

Here's Why Impinj (NASDAQ:PI) Can Afford Some Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 24

Impinj: Supply Chain Drama May Just Be Starting

Summary Impinj, Inc.'s strong results and guidance caused a 15% share price surge, but I remain cautious due to its 25x forward EBITDA and negative growth rates. Despite being debt-free, Impinj's valuation at 54x next year's EBITDA is unappealing, and I predict a challenging path back to $160 per share. Impinj's revenue growth is volatile and cyclical, with Q2 2025 guidance indicating further negative growth, making its 25x forward EBITDA valuation for PI stock hard to justify. Given macro uncertainty, shifting customer inventory patterns, and choppy top-line trends, I remain neutral on Impinj until I see more stability in its growth and pricing. Read the full article on Seeking Alpha
Seeking Alpha Mar 31

Impinj: Catalyzing Growth While Navigating Legal Challenges

Summary Impinj won its legal battle against NXP but expects future lawsuits to continue draining resources. Revenue is growing, but Impinj remains unprofitable and burdened by heavy convertible debt. Free cash flow improved significantly, but its long-term sustainability remains uncertain. New technologies like item-level food tagging and Gen2X drive margin improvements in 2024. The stock appears overvalued, and investors should wait for a better entry point. Read the full article on Seeking Alpha
분석 기사 Mar 07

Some Impinj, Inc. (NASDAQ:PI) Shareholders Look For Exit As Shares Take 27% Pounding

Unfortunately for some shareholders, the Impinj, Inc. ( NASDAQ:PI ) share price has dived 27% in the last thirty days...
분석 기사 Feb 10

Need To Know: Analysts Just Made A Substantial Cut To Their Impinj, Inc. (NASDAQ:PI) Estimates

The latest analyst coverage could presage a bad day for Impinj, Inc. ( NASDAQ:PI ), with the analysts making...
분석 기사 Jan 21

Impinj, Inc.'s (NASDAQ:PI) Shareholders Might Be Looking For Exit

You may think that with a price-to-sales (or "P/S") ratio of 10.8x Impinj, Inc. ( NASDAQ:PI ) is a stock to avoid...
분석 기사 Nov 15

Here's Why Impinj (NASDAQ:PI) Can Afford Some Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Oct 25

Calculating The Fair Value Of Impinj, Inc. (NASDAQ:PI)

Key Insights Impinj's estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Sep 20

What Impinj, Inc.'s (NASDAQ:PI) 28% Share Price Gain Is Not Telling You

Impinj, Inc. ( NASDAQ:PI ) shares have continued their recent momentum with a 28% gain in the last month alone. The...
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새로운 내러티브 Aug 31

Apparel And Footwear Drive Growth As M800 Chip Sets Stage For Market Domination

Expansion into new applications like food tagging indicates potential for growth by opening new markets and increasing revenue streams.
Seeking Alpha Aug 08

Impinj: A New Growth Cycle

Summary Impinj is expected to experience robust growth over the next few years, with potential gross margin expansion. The company helps clients with asset management using RAIN RFID technology, with APAC being the largest revenue region. Focus on expanding into new markets like food and DPP drives potential long-term growth. Read the full article on Seeking Alpha
분석 기사 Aug 01

We Think Impinj's (NASDAQ:PI) Healthy Earnings Might Be Conservative

The recent earnings posted by Impinj, Inc. ( NASDAQ:PI ) were solid, but the stock didn't move as much as we expected...
Seeking Alpha Jul 25

Impinj Q2 Earnings: Riding A Pricey Wave

Summary Impinj's Q2 2024 results led to a 6% premarket increase in shares, but valuation at 54x next year's EBITDA is concerning. Near-term challenges include winding down prior-generation Indy ICs and slower recovery in the systems business, affecting growth trajectory. Revenue growth rates are volatile, with Q3 guidance lower than expected and stock priced at 54x EBITDA, making it difficult to justify the premium. Read the full article on Seeking Alpha
분석 기사 Jul 15

There's Reason For Concern Over Impinj, Inc.'s (NASDAQ:PI) Price

Impinj, Inc.'s ( NASDAQ:PI ) price-to-sales (or "P/S") ratio of 15.7x might make it look like a strong sell right now...

매출 및 비용 세부 내역

Impinj가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:PI 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26361-2888106
31 Dec 25361-1186103
30 Sep 25360-1284102
30 Jun 25359185101
31 Mar 25364-188102
31 Dec 24366419099
30 Sep 24345289294
30 Jun 24315129390
31 Mar 24298-69689
31 Dec 23308-4310089
30 Sep 23313-289786
30 Jun 23317-159484
31 Mar 23291-188979
31 Dec 22258-248374
30 Sep 22234-448173
30 Jun 22211-557971
31 Mar 22198-527568
31 Dec 21190-517064
30 Sep 21174-476761
30 Jun 21157-486357
31 Mar 21136-575951
31 Dec 20139-525849
30 Sep 20143-445745
30 Jun 20156-345643
31 Mar 20168-205641
31 Dec 19153-235739
30 Sep 19147-215537
30 Jun 19140-245635
31 Mar 19131-285535
31 Dec 18123-355534
30 Sep 18115-395534
30 Jun 18113-365434
31 Mar 18119-305233
31 Dec 17125-175032
30 Sep 17132-84731
30 Jun 17131-34328
31 Mar 17122-53927
31 Dec 16112-83525
30 Sep 16101-103123
30 Jun 1691-132721
31 Mar 1684-122419
31 Dec 1578-102218
30 Sep 1571-122016
30 Jun 1568-91916

양질의 수익: PI 은(는) 현재 수익성이 없습니다.

이익 마진 증가: PI는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: PI는 수익성이 없지만 지난 5년 동안 연평균 42.9%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 PI의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: PI은 수익성이 없어 지난 해 수익 성장률을 Semiconductor 업계(15.4%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: PI는 현재 수익성이 없으므로 자본 수익률이 음수(-13.56%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 14:15
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
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시장 가격30년
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분석가 소스

Impinj, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Guy HardwickBarclays
Thomas WalkleyCanaccord Genuity
Troy JensenCantor Fitzgerald & Co.